RMI 10 Forms
RMI X Transfer on Death Form 
RMI X Unit Redemption Form
RMI X Compound Quarterly Election Change Form
RMI X FA Change Form
RMI X Direct Deposit (ACH) Form
RMI X Change of Address Form
RMI X Asset Transfer Form
All asset transfer form(s) (hard copies) will need to be sent directly to our transfer agent: Vistra USA, LLC, (formerly Phoenix American).There is no longer a fee associated with the asset transfer. However, to be in good order all documents including Trust Documents (at a minimum the first four pages and the last four pages), Certificate of Death (if necessary-legible copy is acceptable) and other relevant documentation or letters of instruction need to be included. Remember, Redwood Mortgage Asset Transfer Forms are primarily used for non-qualified investments. Please contact the custodian directly to initiate all custodial-held investment transfers. Redwood will accept the custodian transfer form in lieu of the Redwood form. Custodians will send their forms to our transfer agent, Vistra USA. The documents should not be sent to Redwood Mortgage.
- The Overnight Mail: (FedEx, UPS, DHL, etc...) address is: Vistra USA LLC, 125 E Sir Francis Drake Blvd. #401, Larkspur CA 94939
- The Regular Mail USPS address is: Vistra USA LLC, P.O. Box 2609 San Rafael, CA 94912-2609
The address is also located on the Asset Transfer Form. Tracking info is preferred.
Custodial Accounts need Custodial Medallion Stamp Guarantee. Confirm with custodians to send directly to Vistra, USA, LLC (tracking info recommended)
